> Defining Calibration Data for Equipment

Define calibration data for equipment to enter the calibration information and test points necessary to verify whether the equipment is compliant with established standards of accuracy and performance. You can enter calibration data for assets, positions, and systems.

  Use the Calibration page of the Assets (OMOBJA), Positions (OMOBJP), and Systems (OMOBJS) forms to more quickly define and maintain calibration data for a particular type of equipment.

When a calibration work order is created for a piece of calibration equipment, the calibration data is copied to the Calibration page of the Work orders form (WMJOBS). Calibration work orders can either be created manually or can be generated as PM work orders. Calibration data is then entered for the work order, and Datastream 7i uses the calibration data entered for the equipment to verify whether the equipment passes calibration during the calibration work performed. If the equipment is not in compliance with standards, the calibration process may also include adjusting the equipment to be in compliance with the known standards entered for the equipment.

Calibration equipment also includes instruments used for calibration that also require calibration known as standards. Create a standard as a part on the Parts form (SMPART), and then associate that part standard with a piece of equipment.

Calibration equipment can also be part of a loop. A loop is a group of one or more instruments requiring and/or used for calibration. A loop is set up much like an equipment hierarchy. If you create a calibration work order for a loop, the loop is displayed on the work order header, and the test points defined on the loop are copied to the work order. When calibrating loops, the calibration standard is often applied to the input loop instrument. The reading is then taken at the output loop instrument.

Follow these steps to define calibration data for equipment.

  1. Open the Equipment form (OMOBJC).

  2. Query for the equipment for which to define calibration data.

  3. Click the Calibration tab. Datastream 7i displays the Calibration page.

  4. Test point UOM—Click to select the unit of measure for the test point.

  5. Output UOM—Click to select the unit of measure for the test point output.

  6. P&ID No—Enter the process and instrument diagram number.

  7. P&ID drawing—Enter the process and instrument diagram drawing number.

  8. Precision—Enter the precision of the instrument. The precision indicates the maximum number of decimals you can enter to the right of the decimal point for a reading. However, you can enter a number with fewer than the maximum number of decimals allowed to the right of the decimal point and Datastream 7i assumes that there are zeros at the end of the specified number. For example, if you specify a precision of 3 and you enter a device reading of 10.1234, then Datastream 7i displays an error message. If you enter a reading of 10.12, Datastream 7i assumes the value is 10.120.

  9. Service %—Enter the service percentage of the instrument. If you specify a service percentage, Datastream 7i changes the passing status to Recalibrate if the deviation is greater than the percentage specified as the allowable tolerance. For example, the standard you are applying to the test point is 100, the from Process tolerance is 10%, the to Process tolerance is 20% and the Service % is 75%. A reading below 90 or above 120 will result in a calibration status of Fail for the test point. To pass the test point, you must recalibrate using the following ranges: 90-92.4 and 116-120. Datastream 7i will assign a calibration status of Pass to the test point based on a device reading that falls between 92.5 and 115. The passing reading is calculated using the following following formula:

{100 + [(120 - 100) x 75/100)}= 115

  1. Increment—Enter the minimum increment that the instrument can read. If you enter an Increment for a test point, you must enter a Device reading that is a multiple of the specified Increment when entering calibration results. For example, if you enter an Increment of 5, you must enter a Device reading that is evenly divisible by 5. If you enter a Device reading of 23 for the test point, Datastream 7i displays an error message. You must enter a Device reading that is a multiple of 5, such as 5, 10, 15, 20, 25, etc.

  2. S.O.P.—Enter the standard operating procedure for calibration.

  3. Device tolerance—Enter numeric values identifying the acceptable range of the device tolerance, e.g., 10 to 20. The values entered indicate the desired range for the calibration measurement and can be either an absolute or a percentage.

  4. Choose one of these options to indicate the type of value for the specified tolerances:

  1. Device range—Enter numeric values indicating the potential range for the device, e.g., 250 to 450.

  2. Output range—Enter numeric values indicating the potential range of the test point output, e.g., 200 to 500.

  3. Process tolerance—Enter the range of the process tolerance, e.g., 10 to 20.

  4. Process range—Enter the range of the process, e.g., 150 to 600.

  5. Instrument—Select to indicate that the equipment is an instrument.

  6. Instrument type—Choose one of the following options:

  1. Loop—Select to indicate that the equipment is a loop. A loop is a series of one or more instruments requiring and/or used for calibration that are linked together in some manner.

  2. Default set—Enter a name or value identifying the calibration data and test points as the default set of test points for the category. Some equipment may have more than one set of test points. Designate the set of test points as the default set to indicate which set of test point to copy to regular calibration and PM work orders created/generated for the equipment.

  3. Choose File | Save. Datastream 7i saves the information to the database and creates a record in Test Point Details.

  If there are any unreleased PM work orders for the equipment, Datastream 7i automatically populates Next cal. due with the next due date for a PM work order for the equipment if the due date is less than or equal to today’s date.

Complete the following steps in Test Point Details to create the actual test points for the calibration.

  1. Set—Enter a name or value to identify the test point. When entering a new set of test point data, Datastream 7i automatically populates Set with an asterisk (*).

  When you insert an additional record in Test Point Details, Datastream 7i automatically populates Set with the value of Set from the preceding record. You can modify the value as necessary.

  1. Sequence—Enter a name or value identifying the sequence in which the test point is calibrated.

  2. Test point—Enter a value identifying the point at which to test.

  3. UOM—Enter the unit of measure for the test point. Datastream 7i automatically populates UOM with the unit of measure specified for the test point in the calibration header; however, you can modify the unit of measure for the actual test point as necessary.

  4. Output—Enter the test point output if testing is performed for dual units of measure.

  5. UOM—Enter the unit of measure for the test point output. Datastream 7i automatically populates the test point output UOM with the unit of measure specified for the test point output in the calibration header; however, you can modify the unit of measure for the actual test point as necessary.

  6. Tol. from—Enter the minimum value that defines the lower range of the device tolerance for the test point, e.g., 10.

  7. Tol. to—Enter the maximum value that defines the upper range of the device tolerance for the test point, e.g., 20.

  8. Comments—Enter any comments for the test point as necessary.

  Enter comments directly into Comments , or double-click in Comments, and Datastream 7i displays an editor enabling you to enter or update comments using the editor.

Note

  1. Choose File | Save. Datastream 7i saves the information to the database. Enter additional test points as necessary.